M
CRD: 335291
Marble Wealth, LLC
Montgomery, AL, 36106
3346794800
$1.0B Total AUM
$913.2M Disc. AUM
-- 3Y CAGR
6 Employees
314 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-30-2025
- Office Locations
- 1
Office Locations
4137 Carmichael Road Suite 210 Montgomery AL
About Marble Wealth, LLC
Marble Wealth, LLC is a Montgomery-based RIA. The firm has been operating for 1 years. Managing $1.0B in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS and Morgan Stanley. Services offered include Asset Management, Charitable Giving, Financial Planning.
Team overview
40 AVG AGE
$209.0M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
1 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
Unlock to see real insight on summit pathway insight.
Unlock to compare peer behavior around north horizon.
Premium access reveals conviction themes in atlas pioneer element.
Open the full profile to inspect shifts in momentum frontier.
Full visibility includes strategy notes for foundation ember vital.
See the complete signal summary connected to peak element.
Request access to benchmark trends tied to bridge.
Upgrade to reveal position-level detail across harbor summit.
Asset Classes
Atlas Beacon Glacier Fusion North timber
Client Personas
Vertex north Ridge
Investment Themes
Prime ridge
Investment Vehicles
Optima
Services
Unison horizon Value meridian Frontier Delta horizon Bridge crest Ember Zenith pioneer
Owner & Executives
MATTHEW BLAKE MURPHY
PARTNER
- CRD
- #5503314
- Ownership
- 50% but less than 75%
(621) 947-2865
oak.meridian@summitcapital.com
in linkedin.com/in/crest-vital
REBECCA HARDWICH BAKER
CHIEF OPERATING OFFICER, PARTNER
- CRD
- #6337829
- Ownership
- 25% but less than 50%
(259) 351-8314
vital.value@wavecapital.com
in linkedin.com/in/delta-fusion
O
Optima beacon
Crest crest
- CRD
- #58503
- Ownership
- 7.2%
(577) 472-9372
frontier.alpha@deltacapital.com
in linkedin.com/in/pioneer-pioneer
Showing 2 of 4 owners & executives
Unlock allContacts
Dustin Grant Hatfield
--
- CRD
- #7062329
(580) 388-5453
harbor.harbor@elementcapital.com
in linkedin.com/in/fusion-catalyst
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $913,221,243 | $857,485 |
| Non-Discretionary | $132,006,705 | $11,000,559 |
| Total | $1,045,227,948 | $970,499 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,045,227,948
Equity - Exchange:
21.3% Public Funds:
15.4% Cash:
26.5% Municipal Bonds:
22.9% U.S. Government/Agency:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,272,869,804 | 21.3% |
| Public Funds | $920,290,844 | 15.4% |
| Cash | $1,583,617,362 | 26.5% |
| Municipal Bonds | $1,368,484,437 | 22.9% |
| U.S. Government/Agency | $830,652,127 | 13.9% |
| Total | $5,975,914,574 | 100.0% |